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BRIDGEWORTH, LLC, CRD 164100
BIRMINGHAM, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FITCH, JAMES, SAMUEL | EQUITY PARTNER | Na | yes | 01/2019 | Mar 28, 2019 | Mar 20, 2024 |
| GASTON, JERIS, BURNS | EQUITY PARTNER | A | yes | 01/2019 | Mar 28, 2019 | Mar 20, 2024 |
| HARRIS, DAVID, WAYNE | EQUITY PARTNER | B | yes | 08/2012 | Aug 9, 2012 | Mar 20, 2024 |
| HINSON, BRIAN, TROY | EQUITY PARTNER | B | yes | 04/2015 | Sep 3, 2015 | Mar 20, 2024 |
| HOCUTT, WILLIAM, O'NEAL | EQUITY PARTNER | Na | yes | 01/2019 | Mar 28, 2019 | Mar 20, 2024 |
| IVEY, CHARLES, ZACHARY | EQUITY PARTNER | B | yes | 02/2013 | Mar 24, 2017 | Mar 20, 2024 |
| MCCORMACK, JEFFREY, TODD | EQUITY PARTNER | Na | yes | 02/2013 | Jan 18, 2013 | Mar 20, 2024 |
| MILLICAN, JONATHAN, ERIC | DIRECTOR OF PLANNING | Na | yes | 01/2017 | Mar 28, 2019 | Mar 20, 2024 |
| SMITH, SARA, ARELLANO | CHIEF FINANCIAL OFFICER | Na | yes | 11/2017 | Mar 28, 2019 | Mar 20, 2024 |
| SNEED, JENNIFER, WAGNER | EQUITY PARTNER | A | yes | 05/2016 | Apr 1, 2016 | Mar 20, 2024 |
| STOUDEMIRE, TOMONICA, MICHELLE | CHIEF COMPLIANCE OFFICER | Na | yes | 06/2018 | May 31, 2018 | Mar 20, 2024 |
| ZELL, DELYNN, MORING | CHIEF EXECUTIVE OFFICER/MANAGING PARTNER | B | yes | 08/2012 | Aug 9, 2012 | Mar 20, 2024 |
| DEASON, EMBREE, DYKEMA | DIRECTOR OF OPERATIONS | Na | no | 01/2020 | Mar 30, 2020 | Mar 20, 2024 |
| JEMISON, AMY, EARLY | CHIEF MARKETING OFFICER | Na | no | 03/2023 | Mar 30, 2023 | Mar 20, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Huntsville | Al | United States | 12 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 20, 2024 | $0 | $0 | 0 | 0 | 1 | n/a | n/a |
| 2022 | Mar 30, 2023 | $2.0B | $2.0B | 60 | 60 | 1 | n/a | n/a |
| 2021 | Mar 30, 2022 | $2.2B | $2.2B | 61 | 61 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $1.9B | $1.9B | 56 | 54 | 2 | n/a | n/a |
| 2019 | Mar 30, 2020 | $1.5B | $1.4B | 50 | 50 | 2 | n/a | n/a |
| 2018 | Mar 28, 2019 | $1.3B | $1.3B | 50 | 50 | 2 | n/a | n/a |
| 2017 | Mar 28, 2018 | $1.2B | $1.2B | 50 | 48 | 2 | n/a | n/a |
| 2016 | Mar 24, 2017 | $831M | $824M | 53 | 48 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $726M | $720M | 56 | 49 | n/a | n/a | n/a |
| 2014 | Mar 6, 2015 | $597M | $588M | 46 | 37 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $415M | $402M | 49 | 37 | n/a | n/a | n/a |
| 2012 | Jan 18, 2013 | $315M | $298M | 40 | 20 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0 | $2.0B | -100.0% | $1.9B | n/a | 0 | 60 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | 20 | Mar 19, 2024 | Jan 10, 2024 | BIRMINGHAM, AL | Firm absorbed | RIA to RIA | 80.0% |
| LPL FINANCIAL LLC | 5 | Mar 19, 2024 | Oct 12, 2017 | BIRMINGHAM, AL | Team lift out | RIA to ibd | 20.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| KINSIGHT, LLC | 2 | Jan 9, 2017 | Jan 14, 2017 | BIRMINGHAM, AL | Team lift out | Other | 40.0% |
| OSAIC FA, INC. | 3 | May 11, 2015 | May 11, 2015 | HUNTSVILLE, AL | Team lift out | Other | 0.3% |